Welcome to Simple Invest 360! Get ready to dive into Simple Invest 360. Here's how to get up and running.
Starting out with Simple Invest 360
An important note with Simple Invest 360 is that this software is accessed when selecting a Trust, Company, or Individual entity from the home screen.
If you also hold a Simple Fund 360 subscription, log in to your subscription as normal.
The home screen will display any Funds registered with the subscription alongside any trust, company, or individual entities created. Select any of these entities to access Simple Invest 360.
To begin your journey with Simple Invest 360, click on Entity Setup and select either a Trust, Company, or Individual as the Entity Type. Once the entity is created, Simple Invest 360 will be ready to use!
Your Simple Invest 360 help resources
We understand that jumping into new software can be a daunting task for some. But the team at BGL has your back. As new members of our BGL family, we will be there to provide you with as much support as possible to help you get the most out of your Simple Invest 360. From our Client Success team aiding you with getting your fund data uploaded onto the system to our support team helping you answer any software and ATO-related queries, we have you covered. Below you will find a range of help resources to get you ready for your Simple Invest 360 experience.
MyBGL |
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Learning Channel |
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BGL YouTube Channel |
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MFA Setup / Reset |
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Getting Help |
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Features and settings to get you up and running
The following articles and videos will help you set up the game-changing features that Simple Invest 360 has to offer. From implementing a range of automation features that make account processing a breeze to activating digital signing, you'll find all the help you need below.
Getting Started |
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Trust Setup |
Opening Balances - How to Setup a Trust |
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Opening Balances |
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Bank Data |
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Share Data |
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Tips and Tricks |
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Articles to help you along the way
This last set of links are all about how to process your Individual, Trust, or Company entity. These range from instructions about processing corporate actions and distribution tax, to year-end processing.
Corporate Actions |
Corporate Action Notifications |
Distribution Tax |
Distribution Tax Automation |
Processing - Individuals |
How to allocate profit or loss for Individuals? |
Processing - Trusts |
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Processing - Companies |